Joseph Muniz Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Cetera Advisors LLC and OneAmerica Securities, Inc., among others. He is involved in organizing a fundraising golf tournament as a director of Patriots of Scholars. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supported by a large nationwide network of advisors.

Taylor Sullivan is a financial advisor at LPL Financial with Series 65 and Series 63 licenses. Based in Baton Rouge, LA, Taylor has experience working at Bank of St. Francisville and Postlethwaite & Netterville CPA Firm before joining LPL Financial in 2026. Taylor’s industry experience is emerging, having transitioned from full-time education in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including access to model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools.

Jonathan Pardue is a Series 66-licensed financial advisor with J.P. Morgan Securities in Baton Rouge, Louisiana, and has 11 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach. The firm offers these services on a non-discretionary basis, with clients maintaining final decision-making authority.

Jeramie Anderson is a financial advisor at Edward Jones in Baton Rouge, LA, with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he was involved in several businesses, including owning Project Pro Handyman and Home Improvement and coaching at Elevate Strength and Fitness. He also served in the Louisiana Army National Guard for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Charles is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to his current role, he was involved in operating Gemilli's Pop-Up Restaurant for six years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Chad David is a Senior Financial Advisor with Merrill Lynch Wealth Management in Baton Rouge, Louisiana. He has been associated with Merrill Lynch since 1990, with a break between 2008 and 2015, and currently serves clients across the country by providing strategic financial guidance. Chad specializes in supporting high-net-worth retirees, business executives, individuals in the oil and gas industry, entrepreneurs, and their families. His services focus on helping clients navigate complex financial situations, managing asset growth, preservation, and transfer, as well as addressing retirement planning and executive compensation strategies. Chad holds the Personal Investment Advisor (PIA) designation and maintains several FINRA registrations, including Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65, along with Life and Health Insurance Licenses. He earned his Bachelor’s degree in Finance from Louisiana State University. Throughout his career, Chad has also served on the boards of various organizations, including CCLA and St. Jude Catholic School. He lives in Baton Rouge with his wife, Amy, and their six children. Outside of work, Chad enjoys playing golf and football, wine tasting, cooking, and is involved in community service as an usher at Sacred Heart Church.

John Brown is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2022, he worked at the University of Mississippi for six years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research resources.

Shaun Burns is a Series 66-licensed financial advisor with Wells Fargo Advisors in Baton Rouge, LA, and has 28 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Burns serves as president of the Lakes at Highland Homeowners Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

James Reiss III is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 license and 19 years of industry experience. His prior roles include positions at First Horizon Advisors, Iberia Wealth Advisors, Southern Wealth Securities, and Johnson Rice & Company L.L.C. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Ira Feld is a financial advisor with Wells Fargo Clearing in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include a decade at Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions while leveraging research from Wells Fargo Investment Institute and third-party sources.

Jason Knapps is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021, previously spending 14 years at both Neighbors Federal Credit Union and Cuna Brokerage Services, Inc. Knapps is associated with Neighbors Wealth Management, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Richard Mitchen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the PFS™ and Series 63 designations and bringing 43 years of industry experience. He previously worked at Avantax Insurance Agency, LLC, Avantax Investment Services, Inc., and Avantax Advisory Services for seven years. Outside of advisory work, he is president of Mitchen Wealth Management, a financial planning firm he has owned since 1983, and he manages a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Timothy Hunter is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise in Baton Rouge, LA. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports delivered in partnership with clients’ advisors.

Martin Delaureal Jr. is a financial advisor with LPL Financial based in Baton Rouge, LA, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at First Horizon Advisors, Scotia Capital (USA) Inc, and Infinex Investments, Inc. He also serves as Head of Wealth Management and Private Banking at First Horizon Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors with a diverse set of investment options and advisor-focused research tools.

Joseph Smith is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 63 designation and 28 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He owns and operates ProView Wealth Management, an investment-related business in Baton Rouge. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services that cover a broad range of client needs including retirement, education, risk management, and specialized planning such as business-owner transition and special-needs analysis.

Samuel Lavigne Jr. is a CFP® professional with nine years of experience in financial advising, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, he worked at The Golf Club of Oklahoma from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Jesse Daigle is a financial advisor with LPL Financial based in Baton Rouge, LA, holding a Series 63 license and over 32 years of industry experience. He previously worked at Geneos Wealth Management and has maintained involvement with Altus Wealth Management since 2012. Daigle is also engaged with several business entities related to tax and investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, utilizing a variety of investment strategies and advisor support tools.

Matthew Edwards is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2024, he spent 18 years at Ameriprise Financial Services, Inc. He is involved in a separate business entity, MLEdwards LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives employing various strategies and research tools.

Angela Denham is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank and LPL Financial Corporation. Outside of her advisory role, she is a director of Angela Denham Wealth Management, a real estate-related business based in Los Angeles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Weimar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in connecting clients with tailored financial plans and processes to support their unique ambitions. His approach focuses on helping clients plan for key personal objectives, including funding education, securing retirement lifestyles, addressing potential healthcare costs, and creating long-term family financial strategies. William holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the Louisiana State University System. He emphasizes integrating all aspects of a client's financial life to prioritize and pursue their most important goals.